Section
Oil and Gas
896 posts
China, The Countervailing Force
If the by-products of the western credit crisis - tight credit, stimulus and quantitative easing, zero-percent interest rates, …
February 22, 2010

Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Last Year's Winners Unwinding Along With Dollar Carry Trades
The weakness in the Euro is causing a short-squeeze in the U.S. dollar funded carry trade. The short…
February 5, 2010
Hendry: Markets Assuming Optimism
Hugh Hendry, the outspoken hedge fund manager and founder of Eclectica Asset Management, known for his remarkably accurate…
April 29, 2009
Agriculture: Fundamentals Strong at the Core
This week's Economist magazine provides a strong outlook for agricultural investment and commodities. The article, Green Shoots, dated…
March 25, 2009
Quantitative Easing: A Guide and Outlook to the 'Nuclear Option'
Last week, Ben Bernanke announced the Fed's decision to employ 'Quantitative Easing' (QE), the 'nuclear option,' to save…
March 22, 2009
David Swensen: How to Sleep Soundly
Yale's Alumni Magazine for March/April 2009, features Marc Gunther's interview with Yale Endowment's Super-Investor, David Swensen, and details…
March 16, 2009
Oil About Nordic American Tankers (NAT)
Back in November, we recalled overhearing the interview with Herbjorn Hannson, CEO, and his report on the earnings…
March 9, 2009
Crispin Odey: Markets Giving Misleading Signals
Crispin Odey, CIO, Odey Asset Management, shares a wealth of insight in his 2008 year-end Letter to Shareholders…
March 5, 2009
Jim Rogers: Buying Farmland in Brazil and Canada (and farming!)
Jim Rogers, the legendary co-founder of Quantum Fund, is buying greenfields for farming in Brazil and farmland in…
March 4, 2009
Donald Coxe: A Difference of Opinion on the Stimulus Program? (February 13, 2009)
Donald Coxe, Chief Investment Strategist, Coxe Advisors LLC's, weekly conference call is an excellent source of outlook and…
February 16, 2009
Top 15 Articles on GreenLightAdvisor.com
Happy St. Valentine's Day! Here is a listing of the 15 most popular articles (ranked according to #…
February 14, 2009
Donald Coxe: Have Commodities Started to Outperform?
Although we have anxiously awaited a new issue of Basic Points from Donald Coxe, since he announced his…
February 11, 2009
George Soros: Interviews at Davos
George Soros interviewed at the World Economic Forum, Davos 2009. Click play to watch. Soros discusses the formation…
February 4, 2009
What are the Gurus Buying Now?
Where are the investing world's gliterati investing in today's financial climate. WSJ.com's Eleanor Laise, has written a timely…
February 1, 2009
Baltic Dry Index Up 7 Straight Days Bullish Sign
The Baltic Dry Index, the indicator of global shipping activity is now sitting at 1014, having hit its…
January 28, 2009